MT5 Trading Assistant

Complete automation suite for MetaTrader 5 trading platforms. Provides tools for account monitoring, trade execution, market analysis, and risk management.

Quick Start

Important: This skill contains example scripts with hardcoded credentials. You MUST modify the configuration before use.

Prerequisites

1. Python 3.7+ with MetaTrader5 package:

CODEBLOCK0

2. MT5 Desktop Client running and logged into your account
AutoTrading enabled in MT5 (press F7 or click traffic light icon)

Basic Usage Example

Check Account Status

CODEBLOCK1

Execute Test Trade

CODEBLOCK2

Basic Usage

Check Account Status

CODEBLOCK3

Get Market Snapshot

CODEBLOCK4

Execute Trades

CODEBLOCK5

Close Positions

CODEBLOCK6

Test K-line Data

CODEBLOCK7

Core Features

1. Account Monitoring

- Real-time balance and equity tracking
Position monitoring with P&L calculation
Margin and leverage information
Connection status verification

2. Trade Execution

- Market orders (BUY/SELL)
Position closing (full/partial)
Stop loss and take profit management
Order modification capabilities

3. Market Data

- Real-time bid/ask quotes
Historical K-line data (M1, M5, H1, D1, etc.)
Spread monitoring
Price change calculations

4. Risk Management

- Position size calculation
Stop loss automation
Risk percentage limits
Daily loss limits

Script Reference

`mt5_buy.py` - Buy Order Execution

python scripts/mt5_buy.py <volume> [price] [stop_loss] [take_profit]

Parameters:

- volume: Lot size (e.g., 0.01 for micro lot)
INLINECODE3: Optional execution price (0 for market price)
INLINECODE4: Optional stop loss price
INLINECODE5: Optional take profit price

Examples:
CODEBLOCK9

`mt5_sell.py` - Sell Order Execution

python scripts/mt5_sell.py <volume> [price] [stop_loss] [take_profit]

Usage: Same as mt5_buy.py but for sell orders.

`mt5_close_all.py` - Position Management

python scripts/mt5_close_all.py [command]

Commands:

- No argument: Close script-managed positions (magic 100001/100002)
INLINECODE9: Close all positions for configured symbol
INLINECODE10: Close specific position by ticket number

`mt5_check.py` - Account Status

python scripts/mt5_check.py

Output: Account information, positions, market data, system status.

`mt5_snapshot.py` - Market Snapshot

python scripts/mt5_snapshot.py

Output: Concise account and market status with trading commands.

`test_mt5_kline.py` - Data Validation

python scripts/test_mt5_kline.py

Purpose: Test MT5 connection and data retrieval capabilities.

Configuration - MUST MODIFY BEFORE USE

⚠️ SECURITY WARNING: The example scripts contain hardcoded demo account credentials. You MUST modify these before using with your real account.

Configuration Options

Option 1: Direct Script Modification (Quick)

Edit the configuration section in each script file:

CODEBLOCK15

Option 2: Configuration File (Recommended)

1. Create config.py from template:

CODEBLOCK16

2. Edit config.py:

CODEBLOCK17

3. Uncomment import lines in scripts:

CODEBLOCK18

Broker-Specific Settings

Exness

CODEBLOCK19

IC Markets

CODEBLOCK20

Common Issues & Solutions

Connection Problems

Error: Initialize failed or Login failed Solution:

1. Ensure MT5 desktop client is running and logged in
Verify account credentials in config.py
Check server name matches MT5 client
Enable AutoTrading in MT5 (F7 key)

Trading Issues

Error: AutoTrading disabled by client Solution: Click the AutoTrading button (traffic light) in MT5 toolbar

Error: Invalid symbol
Solution: Check symbol name in MT5 client, note broker-specific suffixes

Performance Issues

Slow execution: Reduce refresh intervals, close unused charts Connection drops: Check internet stability, restart MT5 client

Advanced Usage

Custom Strategies

Create strategy scripts by importing MT5 functions:

CODEBLOCK21

Risk Management Integration

CODEBLOCK22

Monitoring Dashboard

Create a simple monitoring script:

CODEBLOCK23

Security Best Practices

1. Never hardcode passwords - Use config.py or environment variables
Use environment variables for production:

   import os
   MT5_CONFIG = {
       "login": os.getenv("MT5_LOGIN"),
       "password": os.getenv("MT5_PASSWORD"),
       "server": os.getenv("MT5_SERVER"),
   }

3. Set file permissions: INLINECODE20
Add to .gitignore: INLINECODE21
Regular password rotation: Change passwords every 30-90 days

Resources

Reference Files

- references/config_template.py - Configuration template
INLINECODE23 - Complete setup instructions

External Resources

Support

For issues:

1. Check references/setup_guide.md for troubleshooting
Verify MT5 client is running with AutoTrading enabled
Test connection with INLINECODE25
Check account credentials in config.py

Common solutions:

- Restart MT5 client
Re-enable AutoTrading (F7)
Verify internet connection
Check broker server status

MT5 交易助手

MetaTrader 5 交易平台的完整自动化套件。提供账户监控、交易执行、市场分析和风险管理工具。

快速开始

重要提示：此技能包含带有硬编码凭据的示例脚本。使用前必须修改配置。

前提条件

1. Python 3.7+ 并安装 MetaTrader5 包：

bash pip install MetaTrader5

2. MT5 桌面客户端 正在运行并已登录您的账户
在 MT5 中启用自动交易（按 F7 或点击交通灯图标）

基本使用示例

检查账户状态

bash python scripts/mt5_check.py

执行测试交易

bash

重要提示：首先修改 scripts/mt5_buy.py 中的账户信息

python scripts/mt5_buy.py 0.01

基本用法

检查账户状态

bash python scripts/mt5_check.py

获取市场快照

bash python scripts/mt5_snapshot.py

执行交易

bash

市价买入 0.01 手

python scripts/mt5_buy.py 0.01

以指定价格 5040.00 卖出 0.02 手

python scripts/mt5_sell.py 0.02 5040.00

带止损和止盈买入

python scripts/mt5_buy.py 0.01 0 5030 5050

平仓

bash

关闭所有脚本管理的持仓

python scripts/mt5closeall.py

关闭某个品种的所有持仓

python scripts/mt5closeall.py all

按订单号关闭特定持仓

python scripts/mt5closeall.py 12345678

测试 K 线数据

bash python scripts/testmt5kline.py

核心功能

1. 账户监控

- 实时余额和净值跟踪
持仓监控及盈亏计算
保证金和杠杆信息
连接状态验证

2. 交易执行

- 市价单（买入/卖出）
平仓（全部/部分）
止损和止盈管理
订单修改功能

3. 市场数据

- 实时买/卖报价
历史 K 线数据（M1、M5、H1、D1 等）
点差监控
价格变动计算

4. 风险管理

- 持仓规模计算
止损自动化
风险百分比限制
每日亏损限额

脚本参考

mt5_buy.py - 买入订单执行

bash python scripts/mt5_buy.py <手数> [价格] [止损] [止盈]

参数：

- 手数：交易量（例如 0.01 为微型手）
价格：可选执行价格（0 表示市价）
止损：可选止损价格
止盈：可选止盈价格

示例：
bash

市价买入 0.01 手

python scripts/mt5_buy.py 0.01

限价买入 5040.00，止损 5030，止盈 5050

python scripts/mt5_buy.py 0.05 5040.00 5030.00 5050.00

mt5_sell.py - 卖出订单执行

bash python scripts/mt5_sell.py <手数> [价格] [止损] [止盈]

用法：与 mt5_buy.py 相同，但用于卖出订单。

mt5closeall.py - 持仓管理

bash python scripts/mt5closeall.py [命令]

命令：

- 无参数：关闭脚本管理的持仓（魔法编号 100001/100002）
all：关闭配置品种的所有持仓
<订单号>：按订单号关闭特定持仓

mt5_check.py - 账户状态

bash python scripts/mt5_check.py

输出：账户信息、持仓、市场数据、系统状态。

mt5_snapshot.py - 市场快照

bash python scripts/mt5_snapshot.py

输出：简洁的账户和市场状态，附带交易命令。

testmt5kline.py - 数据验证

bash python scripts/testmt5kline.py

用途：测试 MT5 连接和数据检索功能。

配置 - 使用前必须修改

⚠️ 安全警告：示例脚本包含硬编码的模拟账户凭据。使用真实账户前必须修改。

配置选项

选项 1：直接修改脚本（快速）

编辑每个脚本文件中的配置部分：

python

在 scripts/mt5buy.py、scripts/mt5sell.py 等文件中

ACCOUNT_CONFIG = {
login: 您的账户号码, # 修改此项
password: 您的密码, # 修改此项
server: 您的服务器名称, # 修改此项
symbol: 您的交易品种, # 例如 XAUUSD 或 XAUUSDm
}

选项 2：配置文件（推荐）

1. 从模板创建 config.py：

bash cp references/config_template.py config.py

2. 编辑 config.py：

python MT5_CONFIG = { login: 12345678, # 您的 MT5 账户号码 password: 您的密码, # 您的 MT5 密码 server: 您的服务器, # 您的 MT5 服务器 symbol: XAUUSD, # 交易品种 }

3. 取消脚本中的导入行注释：

python # 在每个脚本中取消注释这些行： try: from config import MT5_CONFIG ACCOUNTCONFIG.update(MT5CONFIG) except ImportError: print(注意：未找到 config.py，使用默认配置)

经纪商特定设置

Exness

python MT5_CONFIG = { login: 277528870, password: 您的密码, server: Exness-MT5Trial5, # 模拟服务器 symbol: XAUUSDm, # 黄金带 m 后缀 }

IC Markets

python MT5_CONFIG = { login: 12345678, password: 您的密码, server: ICMarkets-MT5, symbol: XAUUSD, # 标准品种 }

常见问题及解决方案

连接问题

错误：初始化失败或登录失败 解决方案：

1. 确保 MT5 桌面客户端正在运行并已登录
验证 config.py 中的账户凭据
检查服务器名称是否与 MT5 客户端匹配
在 MT5 中启用自动交易（F7 键）

交易问题

错误：客户端禁用自动交易 解决方案：点击 MT5 工具栏中的自动交易按钮（交通灯）

错误：无效品种
解决方案：检查 MT5 客户端中的品种名称，注意经纪商特定的后缀

性能问题

执行缓慢：减少刷新间隔，关闭未使用的图表 连接断开：检查网络稳定性，重启 MT5 客户端

高级用法

自定义策略

通过导入 MT5 函数创建策略脚本：

python
import MetaTrader5 as mt5
from config import MT5_CONFIG

def movingaveragestrategy():
简单移动平均线交叉策略
# 初始化 MT5
mt5.initialize()
mt5.login(MT5CONFIG[login], MT5CONFIG[password], server=MT5_CONFIG[server])

# 获取历史数据
rates = mt5.copyratesfrom(MT5CONFIG[symbol], mt5.TIMEFRAMEH1, datetime.now(), 100)

# 计算指标
# ... 策略逻辑 ...

# 执行交易
# ... 订单执行 ...

mt5.shutdown()

风险管理集成

python from config import MT5_CONFIG

def calculatepositionsize(riskpercent=0.02, stoploss_pips=20):
根据风险计算持仓规模
account = mt5.account_info()
riskamount = account.balance * riskpercent

# 获取点值
symbolinfo = mt5.symbolinfo(MT5_CONFIG[symbol])
pointvalue = symbolinfo.tradetickvalue

# 计算手数
risk

mt5-trading-assistantMT5交易助手